> A lot of people prefer to see things in black and white because it's easier on the brain.

people also tend to sheild their sacred cows with gestures toward nuance. maybe i'm misreading you, but it sounds like your criticism of him is he has correctly identified a problem and is reporting on it, but he hasn't taken the next step of predicting the next twenty years of consequences. sounds to me like a reporter doing his job well.

A reporter doing his job well (in this context) would understand that using non-cash accounting events to make hyperbolic posts about cash burn is simply not honest.

I don't have a problem with skepticism around AI investments (I agree with a lot of the skepticism) but if you're going to make public arguments about these investments, you should have a grasp of basic accounting principles.